Frequently asked questions: import

1. Question: When I try to import my import file I get an error message that says “Please ensure the CSV file is in proper format. The ‘ConstituentType’ element is invalid – The value ” is invalid according to its datatype ‘String’ – The Enumeration constraint failed.”

Answer: This error message indicates that the file you imported is in an invalid format. Please ensure the following:

Your import file is saved as a CSV file type

You have not deleted or altered any of the column headings in the import template

Note: The import is case and character sensitive. Changes to column headings and invalid content format will produce an error message.

2. Question: When I try to import my import file I get an error message that says “Please ensure the CSV file is in proper format. The ‘ExportDate’ element is invalid ….”

Answer: This would indicate that your export date is in the wrong format. Please ensure that all dates indicated in your export are in YYYY-MM-DD format.

3. Question: Excel automatically re-formats the Dates I enter into another format. How do I prevent this?

Answer: Right click the cell you want to edit and then click “Format cells”. Under the Number tab, change the date format to YYYY-MM-DD (as shown below).

4. Question: How do I add a solicited donation?

Answer: When entering the donor information into your import file you have the option to add a solicitor to each donation. To do this, enter the solicitor’s constituent ID under the SolicitorID column.

Tip: You can retrieve the solicitors ID by downloading the Snapshot report (under the reports tab) or by viewing the registrant’s account in the Relationships tab.